Tax-Advantaged 'Retirement Healthcare' pre-planning


  1. Tax advantage refers to the economic bonus which applies to certain accounts or investments that are, by statute, tax-reduced, tax-deferred, or tax-free.

"How to really calculate your tax"

-Khan Academy

(video)

"An investment in knowledge pays the best dividends."

-Benjamin Franklin

*Videos courtesy Khan Academy & Financial Education Partnership

Did you know, up to 85% of your Social Security income is taxable during retirement?

"Learn how you can avoid giving all of your retirement income back to Uncle Sam"

"You don't pay taxes...they take taxes."

- Chris Rock, actor/comedian

TRH Insurance & Financial Services

Providing Medicare education and enrollment in Pasadena

and the surrounding communities.

Call/Text: 626.600.2180 or Email

For accommodations of persons with special needs at meetings call TTY:711

We Do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1.800.MEDICARE (24 hours, 7 days per week) to get information on all of your options.

Licensed in; California, Arizona, Colorado, Oregon, Texas, Georgia